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How do I auto-populate a User List field with users defined in other fields

  • December 5, 2019
  • 0 replies
  • 225 views
MattMakris
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We have a form in our CRM which allows us to post client activity log entries. In the form we can add multiple users to a user select field so that they can receive notifications.

I need to pre-populate this field with users listed in other fields in the record/table the new record is related to. In this case, it would be the users defined in the fields [Account Manager], [Ad Production], [SEO Production], [Content Writer]. Thanks in advance for any help/advice!! 



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Matt Makris
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  • DonLarson
  • Registered
  • December 5, 2019
Matt,

I suggest you use Triggers from Juiced Technology.

www.JuicedTech.com

It is a great tool that lets you search other tables for information and then edit your fields with that data.

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Don Larson
Paasporter
Westlake OH
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MarkShnierYou
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So you are saying that the parent record has a some user fields  and the child has a List User data entry field.  Why not just make a formula to combine them all, by formula into one field to be used for Notifications.  Post back if you need help with the formula.

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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
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Mark Shnier. Your Quickbase Coach
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